Meet the Dakota Team

At Dakota, everything we do is for the investment sales professional. We’re a team of industry experts constantly challenging each other to grow every day.

Meet The team

Investment Sales Software Sales Marketing and Member Success Technology Data Dakota Live Intern

Tracy Rogers

Chief Administrative Officer

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Anna Blumenfeld

Vice President, Institutional Sales

Dominique Mortelliti

Business Development Director

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Anna Walsh

Head of Membership Services

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Chris O’Grady

Chief Investment Officer

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Amy Sariego

Marketing Content Manager

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Tim Brown

Chief Financial Officer, Chief Strategist

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Samantha Ladavich

Director of Product Development

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Priya Stanley

Chief Technology Officer

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Rob Robertson

Chief Revenue Officer

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Stephanie Patterson

Research Data Analyst

Tim Dolan

Vice President, Institutional Sales

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Barbara Loeslein

Vice President of Advancement

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Sowon Park

Multimedia Graphic Designer

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Andrew O’Shea

Vice President, Institutional Sales

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Ryan Creighton

Vice President, Institutional Sales

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Molly Foglia

Marketing Manager

Steve Aitken

Vice President, Institutional Sales

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Nick Butz

Business Development Director

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Forry Smith

Business Development Director

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Andrew Vetterlein

Business Development Director

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Patrick Tighe

Business Development Director

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Sean Dolan

Business Development Director

John Nostrant

Business Development Director

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Matt Marino

Business Development Director

Conner Mosebrook

Business Development Director

Jack Miller

Business Development Director

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Jack Lamb

Business Development Director

Doug Beck

Market Intelligence Analyst

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Cole Berman

Membership Director

Mousaab Abdalla

Membership Services Manager

Joe Hoey

Customer Success Manager

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Dan Starr

Director of Data Management and Strategy

Matt Loeslein

Director of Institutional Research

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Nathan Sealy

Salesforce Data Manager

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Manfred Kanther

Manager of Strategic Initiatives

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Tyler Goodstein

Salesforce Administrator

Koncheng Moua

Research Data Analyst

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Roberto Yambo

Production Manager

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Jamie Sims

Videographer / Video Producer

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Jeffrey Flitter

Video Editor

Claudio Chieffo

Software Sales Intern

Sir McDaniel

Technology Intern

Morgan Holycross

Content Marketing Intern

Madeline Dykas

Production Intern

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

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